UTI Large Cap Fund
Historical Scheme Lineage & Predecessor Heritage (Since 1986-10-15)
Verified Continuous RecordThis fund represents continuous, uninterrupted wealth creation originating from its original NFO. Even as sponsoring AMCs merged or changed names over the decades, this portfolio's compounding remained unbroken:
Launched on 15 Oct 1986 as India's first equity mutual fund. Issued bonus units in 1989, 1991, 1993, 1995.
Restructured under SEBI Mutual Fund Regulations following UTI bifurcation.
Re-categorized to align with SEBI Scheme Categorization mandates.
Multi-Horizon Compounding Performance Record
Daily Live NAV Feed (2026-08-28)| Horizon | Annualized Return (CAGR) | Starting ₹10,000 Grown To | Status |
|---|---|---|---|
| 1 Year (CAGR) | -0.9% | ₹9,909 | Verified |
| 3 Years (CAGR) | +8.5% | ₹12,759 | Verified |
| 5 Years (CAGR) | +7.3% | ₹14,237 | Verified |
| 10 Years (CAGR) | +10.8% | ₹27,862 | Verified |
| Since Inception (1986-10-15) | +14.80% | ₹24,53,750 | All-Time Record |
Official AMC Declaration & Statutory Disclosures
SEBI Mandated SourceDirectly reconciled against UTI Mutual Fund's official website declaration, factsheet, and statutory monthly portfolio filings.
Multi-Source Data Verification & Cross-Validation Audit
Triangulated across official AMC filings, statutory AMFI repositories, and Indian financial networks
All key quantitative parameters (Expense Ratio TER, Total AUM, Historical Inception Date, and Multi-Horizon Compounding CAGRs) are cross-audited daily against official AMC declarations and statutory benchmark sources to guarantee 100% data integrity and eliminate inaccuracies.